# ![@HerrKamrer Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1343799509978124288.png) @HerrKamrer HerrKamrer

HerrKamrer posts on X about $evo, $lvmh, dock, $azn the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1343799509978124288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1343799509978124288/c:line/m:interactions.svg)

- [--] Week [-------] +19,151%
- [--] Month [-------] +1,669%
- [--] Months [-------] -54%
- [--] Year [---------] -43%

### Mentions: [--] [#](/creator/twitter::1343799509978124288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1343799509978124288/c:line/m:posts_active.svg)

- [--] Week [--] +400%
- [--] Month [--] +50%
- [--] Months [--] -31%
- [--] Year [---] -56%

### Followers: [-----] [#](/creator/twitter::1343799509978124288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1343799509978124288/c:line/m:followers.svg)

- [--] Week [-----] +0.19%
- [--] Month [-----] +0.36%
- [--] Months [-----] +2.70%
- [--] Year [-----] +18%

### CreatorRank: undefined [#](/creator/twitter::1343799509978124288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1343799509978124288/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [countries](/list/countries)  [luxury brands](/list/luxury-brands)  [fashion brands](/list/fashion-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks) 

**Social topic influence**
[$evo](/topic/$evo), [$lvmh](/topic/$lvmh), [dock](/topic/dock), [$azn](/topic/$azn), [att](/topic/att), [$aapl](/topic/$aapl), [$teq](/topic/$teq), [$novo](/topic/$novo), [$csu](/topic/$csu), [$msft](/topic/$msft)

**Top accounts mentioned or mentioned by**
[@quartrapp](/creator/undefined) [@abcpokerbi](/creator/undefined) [@johanneskillman](/creator/undefined) [@loumannheim](/creator/undefined) [@hanksweden](/creator/undefined) [@maestroinvest](/creator/undefined) [@goodhenrik1](/creator/undefined) [@buynhold123](/creator/undefined) [@investgent](/creator/undefined) [@investormindse1](/creator/undefined) [@lassenordenn](/creator/undefined) [@lnathell](/creator/undefined) [@tkoorem](/creator/undefined) [@avanzabank](/creator/undefined) [@thechosen1kid](/creator/undefined) [@longequity](/creator/undefined) [@iskmeanything](/creator/undefined) [@lioncubsfund](/creator/undefined) [@gernerwerner87](/creator/undefined) [@tripple65904021](/creator/undefined)

**Top assets mentioned**
[Evotec SE (EVO)](/topic/$evo) [AstraZeneca PLC (AZN)](/topic/$azn) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Spirit Airlines, Inc. (SAVE)](/topic/$save) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Fortinet Inc (FTNT)](/topic/$ftnt) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Kasta (KASTA)](/topic/kasta) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Ferrari N.V. (RACE)](/topic/ferrari)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Blackrock minskar sin blankning i #SBB"  
[X Link](https://x.com/HerrKamrer/status/1552962750011383808)  2022-07-29T10:22Z [----] followers, [--] engagements


"14// Make crafty use of the balance-sheet to buy musty fashion houses and turn them into megabrands.LVMH worth almost 350bn ($372bn) now has 75maisons"  
[X Link](https://x.com/HerrKamrer/status/1607673944244637697)  2022-12-27T09:45Z [----] followers, [---] engagements


"#AAPL 🍏 💡 Income Statement ⚖ Balance Sheet 💵 Cash flow Statement By @EconomyApp"  
[X Link](https://x.com/HerrKamrer/status/1617278812890484737)  2023-01-22T21:51Z [----] followers, [----] engagements


"Nu r $EVO upp 75% sen lows i sept p straxt under [---] kr Avsaknaden av eufori p #finanstwitter sger mig att mnga slt bort sig Selling your winners and holding your losers is like cutting the flowers and watering the weeds - Peter Lynch SLJ INTE RIKTIGT BRA BOLAG 🍭"  
[X Link](https://x.com/anyuser/status/1641732763349860354)  2023-03-31T09:22Z [----] followers, 56.8K engagements


"Mina tv aktiv frvaltade portfljer nrmar sig nu +50% YTD 🍭 - Svenska med frmst $EVO $INVE $SAVE (+375% YTD) - Utlndska frmst $LVMH $AAPL $MSFT + $CSU $NOVO (+635% YTD) Alla konton +3363% YTD 🧵 F transaktioner. Vntar mest. Har kvar mina hedgar. Kpt $EVO 💸"  
[X Link](https://x.com/HerrKamrer/status/1658429011368853504)  2023-05-16T11:07Z [----] followers, [--] engagements


"5// Avslutningsvis brukar ju sommaren historiskt sett vara en svag period. Bryr mig inte s mkt om snt. Men gr mhnda att jag tar det frsiktigt rent allmnt Har dock kat en hel del i $EVO sporadiskt hr p sistone med pengar frn min hedge Ett bolag jag grna ger mer av"  
[X Link](https://x.com/HerrKamrer/status/1658429048228397056)  2023-05-16T11:07Z [----] followers, [--] engagements


"Apple launches AppleStore online in Vietnam 🍎 With the launch of the Apple Store online in Vietnam customers can now shop Apples full lineup including up to [--] months of financing for iPhone Mac iPad and Apple Watch with MoMo $AAPL"  
[X Link](https://x.com/HerrKamrer/status/1659147782538534917)  2023-05-18T10:43Z [----] followers, [--] engagements


"Yikes - vilken stark brs 📈 Utlndska ldan med $LVMH $AAPL $MSFT $CSU $NOVO ngar p Boostad av att USD/SEK +35% p 1v Rntor upp omprisning FED +9 bps hjning nsta mte nu. Brser S&P500/Nasdaq p rshgsta Ni som kan positionering gamma squeeze som driver 💸"  
[X Link](https://x.com/HerrKamrer/status/1659450924190908423)  2023-05-19T06:48Z [----] followers, [--] engagements


"kar mina hedgar. Ej bearish eller s ren riskhantering. Min strategi nr det gller detta: Brukar kpa p positiva dagar d och d och slja p negativa dagar kper mer $EVO fr vinsterna. (detta r endast en kortsiktigt grej) I vrigt typ inga transaktioner. 💸"  
[X Link](https://x.com/HerrKamrer/status/1659455616144797698)  2023-05-19T07:07Z [----] followers, [--] engagements


"23// Kommer fortstta analysera och flja bolaget samt sannolikt ka successivt. Varit lite avvaktande pga kursen bara fortsatt uppt. Inte direkt billigt P/E 35x p [----] och P/E 28x p [----]. Du betalar fr stabiliteten lg konjunkturknslighet och fenomenalt track-record 👇"  
[X Link](https://x.com/HerrKamrer/status/1660355681231286273)  2023-05-21T18:43Z [----] followers, [--] engagements


"24// Ni som fljt mig ett tag vet att mina strsta innehav r $LVMH $EVO $INVE $AAPL $MSFT sen har vi nykomlingarna $SAVE $CSU $NOVO (gt Nordnet/Novo ett tag men tidigare sm poster) Inga frndringar i ovan. Frutom en har nyttjat dippen i $EVO till att ka kraftigt 😏"  
[X Link](https://x.com/HerrKamrer/status/1660355684926472198)  2023-05-21T18:43Z [----] followers, [--] engagements


"Mnga frgor nu om hur portfljen s hr kmr en bild Observera dock att min hedge (XACT Bear 2) r kortsiktigt typ dagar-vecka. Exkluderar vi den (kmr ju sljas) blir tex % fr $EVO $LVMH nrmare 18-19% Enda stora frndringen r att jag kpt mer $EVO upp frn runt 12-13% 👇"  
[X Link](https://x.com/HerrKamrer/status/1661447930912428051)  2023-05-24T19:03Z [----] followers, [--] engagements


"Frskte mig p en trade i $ADBE fr en tid sedan. Frst p 375$ men stoppade ut mig direkt (till vnster p grafen). Sen vntade jag kpte igen p 336$ nstan exakt p botten. MEN slde allt 342$. Big mistake. Aktien upp +14% dollar +6%. Dvs missat +20% avkn. Fail 🤦♂"  
[X Link](https://x.com/HerrKamrer/status/1661772554720165889)  2023-05-25T16:33Z [----] followers, [--] engagements


"@Arbetaren1990 Fokusera p de innehav jag tror mest p $LVMH $EVO $AAPL $MSFT $INVE osv Min fondportflj r helt passiv bestr av indexfonder"  
[X Link](https://x.com/HerrKamrer/status/1663263124831518720)  2023-05-29T19:16Z [----] followers, [--] engagements


"Mina aktivt frvaltade portfljer (svensk & utlndsk) r tillsammans upp ver 50% YTD utlndska ver 70% Gller det att inte f hybris. Visst ger mkt i fina bolag som $EVO $LVMH $AAPL $MSFT men marknaden har ocks gtt oerhrt stark p sistone Dags nu att ta ner risken 👇"  
[X Link](https://x.com/HerrKamrer/status/1663597008051896347)  2023-05-30T17:23Z [----] followers, [--] engagements


"Kpte aktier infr & deltog fullt i emissionen. Inte bestmt mig exakt hur stort innehavet kmr vara framt. Men vljer att ligga kvar for now. Om man vill betta p rebound i sektorn tror jag CAST r ett bra val. Ryggar Akelius 😏 Obs - innehavet kan ryka nr som inget rd"  
[X Link](https://x.com/HerrKamrer/status/1663601141815312402)  2023-05-30T17:39Z [----] followers, [----] engagements


"Tycker att mkt r rtt dyrt just nu. Framfrallt verkstad dremot har ju bank pressats pga bankkrisen ngra ofrtjnt mkt typ $SAVE som jag ger med ven storbanker. Tex $SHB pressad pga oro fr fastighetsexpo verdrivet kpte lite idag (kort placering istllet fr cash)"  
[X Link](https://x.com/HerrKamrer/status/1663844286645846016)  2023-05-31T09:46Z [----] followers, [----] engagements


"Nmnde inte det i ovan tweet eftersom de flesta nog redan vet det men ger givetvis $EVO ocks som finns med p listan ver Chris innehav 😊"  
[X Link](https://x.com/HerrKamrer/status/1665662130945761280)  2023-06-05T10:09Z [----] followers, [--] engagements


"Kul att Avanza prioriterar din mnad framfr annat 😏 $AAPL & $MSFT bidrog iaf mest Har p tema transparens minskat lite i bda efter god utveckling + starkt $ Hyvlade i torsdags endast fr att snka VP-krediten dvs terbetala ln Bda fortsatt betydande innehav 💸"  
[X Link](https://x.com/HerrKamrer/status/1665706905065381889)  2023-06-05T13:07Z [----] followers, [--] engagements


"Min aktivt frvaltade utlndska aktieportflj ser ut som nedan just nu Har som sagt hyvlat i $AAPL $MSFT efter god utveckling/stark $ kat lite i $NOVO den 2/6 efter -10% rekyl Belning 5% p denna portflj (ned frn tidigare 25%) kar grna i $LVMH vid dipp 🧵👇"  
[X Link](https://x.com/HerrKamrer/status/1666165875693481991)  2023-06-06T19:31Z [----] followers, [--] engagements


"1// Tuffat p hyggligt YTD Haft samma fem innehav [----] men med olika vikter $CSU nytt frn i feb $AAPL $MSFT var tidigare tex uppemot 20% vardera $LVMH fortsatt i topp kpt in $CSU & kat $NOVO under ret $NOVO hgre % n normalt sannolikt tillflligt 10-12% p sikt 👇"  
[X Link](https://x.com/HerrKamrer/status/1666165881926295552)  2023-06-06T19:31Z [----] followers, [--] engagements


"Incitamentsprogrammet i $EVO VD koncernledningen nyckelpersoner Lper p [--] r och teckningskurs motsvarande 130% av den volymvgda genomsnittliga kursen fr aktien under perioden frn och med den [--] juni [----] till och med den [--] juni [----]. 👇"  
[X Link](https://x.com/HerrKamrer/status/1669692766765424640)  2023-06-16T13:05Z [----] followers, [--] engagements


"Kpt tillbaka $CAST (placering p medellng sikt bet p rebound i fastighetssektorn om 1-3 r). kat i $SAVE (lngsiktigt innehav) faller idag pga snkt rek frn JP Morgan neutral till undervikt pga hgre kostnader fr inlning & svagt fldesmomentum. Brus enligt mig. 👇"  
[X Link](https://x.com/HerrKamrer/status/1670708613533298690)  2023-06-19T08:22Z [----] followers, [--] engagements


"Jefferies hjer riktkursen fr Evolution till [--] [---] kr (1 490) upprepar kp $EVO"  
[X Link](https://x.com/HerrKamrer/status/1670745034994470913)  2023-06-19T10:47Z [----] followers, [--] engagements


"7// vissa skulle ju kunna sga att $SAVE ocks r ett nytt innehav. Men jag var faktiskt med i noteringen och gde en tid efter det. Sen slde jag av ngon anledning jag inte minst. Tror det var typ att jag ville kpa mer $EVO eller $LVMH istllet. Hur som kpte jag tillbaka"  
[X Link](https://x.com/HerrKamrer/status/1671454139056893962)  2023-06-21T09:54Z [----] followers, [----] engagements


"11// i nrtid har jag som jag sagt tidigare minskat i bde $AAPL & $MSFT. Tv fantastiska bolag som jag gillar skapt. Varfr De har rusat + dollarn r stark & jag hade kpt aktier med belning. Nu har jag hyvlat en del och betalat tillbaka hela krediten p utlndska portfljen"  
[X Link](https://x.com/HerrKamrer/status/1671454145830608896)  2023-06-21T09:46Z [----] followers, [----] engagements


"Nu brjar duttkpar-ssongen. Har som ni vet tagit ner belningen kraftigt (gjordes fr en tid sedan) Nu dags fr min vanliga strategi - en massiv mngd lpande duttkp i takt med att brsen tuffar p nedt. Blir Investor $INVE och $EVO denna ssong. Frsta kpen idag. 💸"  
[X Link](https://x.com/HerrKamrer/status/1671786909083881473)  2023-06-22T07:51Z [----] followers, 16.6K engagements


"@John98694458 Drfr jag kper $INVE och $EVO dvs riktigt bra bolag. Strategin fungerar srskilt bra om man kper just kvalit. - Invest in good companies - Don't overpay - Do nothing"  
[X Link](https://x.com/HerrKamrer/status/1671790348597641219)  2023-06-22T08:02Z [----] followers, [---] engagements


"34// de av ngon anledning inte ger ett av vrldens frmst bolag s kan jag ju inte ga fonden. Vet inte om den valts bort pga ESG Lter konstigt. Hur som blir tex Lnsfrskringars USA fond d ett bttre alternativ. Stor vikt i Apple precis som jag vill ha det. Bst=strst"  
[X Link](https://x.com/HerrKamrer/status/1672926433134485504)  2023-06-25T11:15Z [----] followers, [--] engagements


"46// fonderna pga att mindre bolag helt enkelt tenderar att vxa vinsten mer ver tid n stora (ven om det finns undantag typ $EVO) och det faktum att sm/Mikrobolag har attraktiva vrderingar just nu. Gr att lget att lngsamt ka i sektorn nu och kommande r ish knns ok"  
[X Link](https://x.com/HerrKamrer/status/1672926476348407810)  2023-06-25T11:15Z [----] followers, [--] engagements


"2// Okej s vart brjar man Fonder eller aktier Mnga som r intresserade av aktier tnker direkt fonder r inget fr mig lyfter fram argument som blir blst av hga avgifter & jag kan bttre sjlv de mste kpa p toppen och slja p botten (pga flden)"  
[X Link](https://x.com/HerrKamrer/status/1672926646662307843)  2023-06-25T11:16Z [----] followers, [--] engagements


"3// Och ja hller med om mkt av detta. Finns mnga stora problem med fonder. Tro mig har jobbat p bank 10+ r och har mnga gnger knt att fan vi blser ju folk nr man sljer in ngon fondprodukt som med 95% sannolikhet inte kommer sl index. Inte pga frvaltaren"  
[X Link](https://x.com/HerrKamrer/status/1672926648134512640)  2023-06-25T11:16Z [----] followers, [--] engagements


"4// ndvndigtvis inte har kompetens eller frmgan (finns mnga sdana fall ocks) utan helt enkelt pga ramverket inte skapar bra frutsttningar. Du jmfrts med index = skapar incitament att inte avvika fr mkt (karrir-risk). Dvs har du tex en Sverigefond som avviker"  
[X Link](https://x.com/HerrKamrer/status/1672926649963126785)  2023-06-25T11:16Z [----] followers, [--] engagements


"9// att kpa fr nr du verkligen borde kpa (tex [----] nr det var bsigt fr d slde sina kunder andelar och du behvde sledes slja). Nr 3: fondfrvaltare kommer och gr hittar du ngon riktigt bra (fr de finns ju) r sannolikheten stor att personen blir erbjuden"  
[X Link](https://x.com/HerrKamrer/status/1672926658049736705)  2023-06-25T11:16Z [----] followers, [--] engagements


"10// ett nytt jobb ngon annanstans och vips s kan du kasta ett bra track record av en fond i papperskorgen. Nr 4: storlek mnga fonder blir s pass stora att det r svrt att verkligen ta tillvara p lgen som uppstr de kan helt enkelt inte ndra i portfljen s snabbt"  
[X Link](https://x.com/HerrKamrer/status/1672926659652067328)  2023-06-25T11:16Z [----] followers, [--] engagements


"@everydaykilroy Funderade faktiskt rtt mkt p att skita i smbolag helt och hllet och bara kra de vriga [--] fonderna jag nmnde. Men det faktum att mikro/smbolag just nu har kommit ner i vrdering och r lite hatade gjorde att jag nd valde att ta med dessa i portfljen och stfa in dr"  
[X Link](https://x.com/HerrKamrer/status/1672948799524700162)  2023-06-25T12:44Z [----] followers, [--] engagements


"@everydaykilroy Angende din andra kommentar och ESG s tycker jag ocks det ibland blir verdrivet ett exempel r om man tex exkluderar $LVMH (20% av mitt EK och strsta innehav) pga de sljer en viss % alkohol typ champagne 🥂 det tycker jag r ett stort skmt. S ibland gr det fr lngt"  
[X Link](https://x.com/HerrKamrer/status/1672949225460563968)  2023-06-25T12:45Z [----] followers, [--] engagements


"@Buynhold123 Lundbergs tycker jag ocks r attraktiv hr MEN jag avstr och det finns egentligen bara en anledning: jag har svrt att bedma hur lnge marknaden kommer handla den svagt pga exponeringen mot fastigheter. Extremt lgt belnat bestnd/verdrivet MEN kan ligga som en br filt"  
[X Link](https://x.com/HerrKamrer/status/1673321267741483010)  2023-06-26T13:24Z [----] followers, [--] engagements


"Vntat med att ka i $SAVE d den sett svag ut tekniskt dremot har den senaste veckan bildat ngon typ av botten s kommer fiska upp ngra aktier idag P/E [--] fr FY2023 tycker jag r en bra deal fr ett s fint bolag tillvxtcase god lnsamhet stor TAM bra gare osv"  
[X Link](https://x.com/HerrKamrer/status/1673953893842075648)  2023-06-28T07:18Z [----] followers, [--] engagements


"Vet inte hur intressant det r att veta hur stor belning jag har i % Men eftersom jag gjorde en betydande frndring fr en tid sedan och tog ner belningen till nra 0% kan det kan vara vrt att nmna att jag nu kat till ca 10% I huvudsak kpt Investor $INVE 💸"  
[X Link](https://x.com/HerrKamrer/status/1673959410190675969)  2023-06-28T07:39Z [----] followers, [--] engagements


"@aktiespare @aktieoptimist 1// Har haft den fonden tidigare men nu har jag valt att fokusera p endast ett ftal fonder och d fick det bli AMF smbolag fr just smbolagsexponeringen (ven om det inte direkt r de minsta bolagen) vill vl kanske att fondportfljen ska vara lite mer stabil ocks pga "  
[X Link](https://x.com/HerrKamrer/status/1674128947041259533)  2023-06-28T18:53Z [----] followers, [--] engagements


"(+4338%) YTD alla konton [----] slutade p -706% s nu sledes ATH i kapital och % 🍭 Ett halvr dr man haft mkt tur legat tungt i stora champions som $LVMH $EVO + US tech $AAPL $MSFT +329% Aktieportfljen (SE) +775% Aktieportfljen (UTL) 🧵 Ngra ord/innehav👇"  
[X Link](https://x.com/HerrKamrer/status/1675095968247586816)  2023-07-01T10:56Z [----] followers, [--] engagements


"7// Min svenska portfljen har vl utvecklats ok +3290%. Hr har jag gjort ngra misstag som dragit ner avkastningen. Bland annat frskt dippkpa i $EMBRAC (inte bra) samt handlat runt i fastighetsbolag (ocks dligt). Som tur r har $EVO $INVE som r strsta innehav vgt upp"  
[X Link](https://x.com/HerrKamrer/status/1675096004838805505)  2023-07-01T10:56Z [----] followers, [--] engagements


"12// Nu p sistone har jag inte gjort s mkt alls faktiskt. Tog ner min belning straxt innan den senaste mini dippen (vilket jag tweetat om) & sedan dess knappt gjort ngot av betydelse p en mnad. Kpt lite Investor & $EVO drmed kat min belning ngot. Annars inte mkt 💸"  
[X Link](https://x.com/HerrKamrer/status/1675096030797262848)  2023-07-01T10:56Z [----] followers, [--] engagements


"AI will change our lives and Nvidia is a clear market leader However at 221x earnings now. This means that even if Nvidia grow its EPS with 20%/year for [--] years the stock would trade at PE 30x [----] This while you would have generated no return at all as an investor 🤔"  
[X Link](https://x.com/HerrKamrer/status/1675736543078625280)  2023-07-03T05:21Z [----] followers, 12.9K engagements


"8// Substansvrdet -5% jmfrt mot ett r sedan pga negativa vrdefrndringar i fastigheter Vrderingen: aktien handlas till omkring 35% rabatt mot dagens rapporterade substansvrde (observera att det viktiga r rabatten efter att man justerat fr skuld & d blir den lgre)"  
[X Link](https://x.com/HerrKamrer/status/1677600007409614849)  2023-07-08T08:46Z [----] followers, [--] engagements


"The Elder & The Flower Skl 🍸 Laddar fr $EVO imorgon #Hern"  
[X Link](https://x.com/HerrKamrer/status/1682077898172235776)  2023-07-20T17:19Z [----] followers, [--] engagements


"@Tripple65904021 +1 p det 🤷🏻♂ Minskade lite fr att hantera risken (ta ner belningen) och pga USD var stark men nd som vanligt ofta ett misstag att slja/skala i bolag av riktigt hg kvalit $MSFT r fortfarande ett hyggligt stort innehav i % och ett bolag jag verkligen gillar"  
[X Link](https://x.com/HerrKamrer/status/1682144714135412738)  2023-07-20T21:45Z [----] followers, [--] engagements


"Tillbaka frn en riktigt nice hotellfrukost i strlande sol ute vid havet ☀ Ser att EVO levererat som vanligt fantastisk utveckling och starkaste marginalen ngonsin trots tuff omvrld Noterar ven att iaf en av mina kporders gtt igenom tackar fr det 😏 $EVO"  
[X Link](https://x.com/HerrKamrer/status/1682296037921177601)  2023-07-21T07:46Z [----] followers, [--] engagements


"$EVO sitter nu p en gedigen kassa p ver [--] miljarder SEK De kommer ju givetvis anvnda en del cash fr att fortstta terinvestera i verksamheten utveckla nya produkter osv men kommer bli cash ver 💸 P tema kapital-allokering vad fredrar du att de gr #finanstwitter"  
[X Link](https://x.com/HerrKamrer/status/1682422515761655808)  2023-07-21T16:09Z [----] followers, [--] engagements


"4// riktigt fina bolag typ $LVMH $INVE $EVO osv fortstter tuffa p och klarar sig vl d de har stabila affrsmodeller som str sig oavsett konjunktur och de faktum att de inte varit fr aggressiva i goda tider och tex lnat massor gr att de nu kan ta marknadsandelar nr andra"  
[X Link](https://x.com/HerrKamrer/status/1682733202140528640)  2023-07-22T12:43Z [----] followers, [--] engagements


"Lite sent men nu lyssnat p Q2 Slende hur mkt analytikerna fokuserar p kort sikt ett kvartal eller tv oroar sig fr ev avtagande tillvxt & kad konkurrens. Knns vl verdrivet om man lyssnar p konfan min slutsats blir att det r business as usual Solid leverans $EVO"  
[X Link](https://x.com/anyuser/status/1683443600971952129)  2023-07-24T11:46Z [----] followers, 26.9K engagements


"$LVMH at a Glance🥂 - Revenue up from [-----] meur [----] to [-----] meur [----] (+77%) - Net profit up from [----] meur [----] to [-----] meur [----] (+198%) - Earnings per share up from [----] (2020) to [----] (2022) (+200%) LV revenue surpassed 20b EUR [----] Stores: [----] 🌍"  
[X Link](https://x.com/HerrKamrer/status/1684610271380111360)  2023-07-27T17:02Z [----] followers, [----] engagements


"Svenska portfljen har vaknat till liv & brjar nrma sig ATH frn 23:e maj📈 Teqnion $TEQ (som precis tagit in friska pengar frn ett grupp vlrenommerade investerare) Nordnet $SAVE (som kom men en solid rapport) & anrika Investor $INVE r de frmsta bidragsgivarna. 🍭"  
[X Link](https://x.com/HerrKamrer/status/1684874486393290753)  2023-07-28T10:32Z [----] followers, [--] engagements


"Alltid lika trevligt att lsa @Lou_Mannheim tankar om $EVO 🎰 Bolaget fortstter leverera & handhas nu straxt ver p/e 20x en bra bit under sin historiska genomsnittsvrdering"  
[X Link](https://x.com/HerrKamrer/status/1684879470031978496)  2023-07-28T10:52Z [----] followers, [--] engagements


"1/ P vilken vrdering tycker @Kvalitetsaktie att $EVO har tillrcklig MoS Minns att ni tog upp caset fr en tid sedan men aldrig kpte svitt jag vet (frutom privat till pensionen om jag minns rtt) pga kursen stack ivg kort drefter men nu kanske det brjar bli intressant"  
[X Link](https://x.com/HerrKamrer/status/1684880897915715584)  2023-07-28T10:58Z [----] followers, [--] engagements


"Kontraster r kul Medelhavet Stockholms skrgrd och nu verkligen ute p landet (gillar det) Kpt ngra Novo Nordisk $NOVO och $EVO idag I vrigt lugnt och f transaktioner. Har ingen stark vy om brsen och ligger just nu ganska neutralt positionerad. 🐮"  
[X Link](https://x.com/HerrKamrer/status/1684917622096224256)  2023-07-28T13:24Z [----] followers, [--] engagements


"@LNathell @lejooon Jag instmmer i att risken i $EVO minskat i takt med att de breddat sig geografiskt d jag just regleringar r den strsta risken enligt mig. ger absolut. Ett av mina strre innehav. Nu p p/e [--] tycker jag definitivt det r schysst r/r"  
[X Link](https://x.com/HerrKamrer/status/1684956650518519808)  2023-07-28T15:59Z [----] followers, [--] engagements


"18// $EVO vill jag heller inte hyvla i och $SAVE tycker jag r rtt lgt vrderad s tar ocks emot. Vad som terstr r d $TEQ (vill ej och kommer ej slja ocks sover med likviditeten dr). Kvar r Investor $INVE. Gillar ju verkligen Investor men kanske inte behver ha en"  
[X Link](https://x.com/HerrKamrer/status/1685268218623975424)  2023-07-29T12:37Z [----] followers, [--] engagements


"@smasparar @07Alexander09 Jmfrelsen Hermes & LVMH r nd relevant och intressant. Mjligt att du har rtt i att Hermes kanske r nnu mindre konjunkturknsligt just pga de har mnga mkt frmgna kunder. Vilket iof LVMH ocks har. Men kanske att Hermes har en hgre % av dessa kunder. svrt att sga"  
[X Link](https://x.com/HerrKamrer/status/1686607754369052672)  2023-08-02T05:19Z [----] followers, [--] engagements


"Lite frvnad ver svagheten i $EVO aktien p sistone. Visst analytiker oroade fr avtagande tillvxt etc. Men knns ju vl kortsiktigt tnk. Lnge sen vi sg p/e [--]. Andra kortsiktiga triggers fr svagheten Eller bara Mr Market😏 *discl (long) & positiv"  
[X Link](https://x.com/HerrKamrer/status/1686637803726159872)  2023-08-02T07:19Z [----] followers, [--] engagements


"En av rets smsta affrer r Adobe $ADBE Inte s sugen p att ga lngsiktigt pga saknas tydlig huvudgare mest fonder men tnkte iaf gra en swing-trade i maj kpte frst en gng tog stoppen (rtt d) kpte igen och tog stoppen igen (helt fel) +60% sedan mitt slj 🤦"  
[X Link](https://x.com/HerrKamrer/status/1686647173826412544)  2023-08-02T07:56Z [----] followers, [--] engagements


"@JBBInvest Mm svrt att sga vad multipeln ska vara. Men ven om den frblir p/e [--] & de fortstter vxa EPS som de gr nu blir det hyggligt p sikt. Regleringsrisken hller jag med om r en av de strsta riskerna. Minskat ngt nu jmf med tidigare pga de r mer geografiskt diversifierade"  
[X Link](https://x.com/HerrKamrer/status/1686649487664562176)  2023-08-02T08:05Z [----] followers, [--] engagements


"@InvestacusIC Tror du vi r dr nu Det jag funderar p. Eller en tid kvar innan det sker. Finns ju vissa vldigt plsta som argumenterar i termer av att man nog inte ska dra alltfr lnggende slutsater av endast ett kvartal. Personligen osker. $EVO ett bolag andra kan bttre n mig"  
[X Link](https://x.com/HerrKamrer/status/1686651175137955840)  2023-08-02T08:12Z [----] followers, [--] engagements


"USD brjar terigen nrma sig sig sina highs mot SEK som vi sg i brjan av juli Blev en kort period av starkare SEK 🤷🏻♂ Kpte som sagt en del indexfonder i USA pga detta lter auto-verfringen ligga kvar men tog idag ner beloppet med 50% d jag ntt hygglig size"  
[X Link](https://x.com/HerrKamrer/status/1686739528474603520)  2023-08-02T14:03Z [----] followers, [--] engagements


"@goodhenrik1 Helt klart att mnga str utanfr pga ESG woke kulturen vgar jag mig inte p att kommentera. Inget jag har koll p 😅"  
[X Link](https://x.com/HerrKamrer/status/1686993953822818304)  2023-08-03T06:54Z [----] followers, [--] engagements


"8// the quarter according to analyst estimates. On the call we look for additional details on its expansion in India including its retail and manufacturing presence D.A. Davidson analyst Tom Forte wrote this week"  
[X Link](https://x.com/HerrKamrer/status/1687167833434628097)  2023-08-03T18:25Z [----] followers, [--] engagements


"9// But Apples older growth driver China is likely to be closely watched as well. Greater China including Hong Kong and Taiwan is Apples third-largest sales region and it has reported two straight quarters of revenue decline even as the region reopened after years"  
[X Link](https://x.com/HerrKamrer/status/1687167835053719553)  2023-08-03T18:25Z [----] followers, [---] engagements


"Positiva studieresultat fr bolagets lkemedel Wegovy minskade risken fr allvarliga kardiovaskulra kommor med 20% hos vuxna patienter med vervikt eller fetma i Select-studien Aktien +11% just nu p beskedet $NOVO *diclm (long)"  
[X Link](https://x.com/HerrKamrer/status/1688859576639078400)  2023-08-08T10:27Z [----] followers, [--] engagements


"Novo Nordisk nu ett av vrldens [--] hgst vrderade bolag 🥳 Med [---] miljarder dollar placerar det sig p 19:e plats i vrderingstoppen $NOVO Vrldens hgst vrderade bolag r fortsatt Apple som har en prislapp p drygt [-----] miljarder dollar $AAPL"  
[X Link](https://x.com/HerrKamrer/status/1688947173298253830)  2023-08-08T16:15Z [----] followers, [--] engagements


"15// betydligt lgre n vad de brukar (ta tex $EVO just nu med sitt p/e p [--] lngt under historiskt snitt) medan ett annat tex $AAPL vrderas hgre n normalt p/e [--] jag d kanske jag ger det frstnmnda en tillflligt hgre vikt och vice versa (Bara ett exempel)"  
[X Link](https://x.com/HerrKamrer/status/1690711611432898560)  2023-08-13T13:07Z [----] followers, [--] engagements


"Pessimism sounds smart optimists make money It's an asymmetric edge that everybody in the world who can read or watch or listen the evidence is overwhelming - Jim O'Shaughnessy"  
[X Link](https://x.com/HerrKamrer/status/1691393438397190145)  2023-08-15T10:16Z [----] followers, [----] engagements


"Str aktiekursen fr $EVO hgre eller lgre n idag om [--] mnader"  
[X Link](https://x.com/HerrKamrer/status/1691778229923692548)  2023-08-16T11:45Z [----] followers, [----] engagements


"@ollelarss0n Well mnga som tycker det r en trevlig underhllsform gigantisk marknad. Sen finns det sklart de som spelar fr mycket och det r trist nr de rkar illa ut. TAM (total addressable market) r fortsatt stor fr $EVO tex USA Asien Latinamerika och p sikt Afrika etc"  
[X Link](https://x.com/HerrKamrer/status/1691875954442850797)  2023-08-16T18:13Z [----] followers, [--] engagements


"Tycker $EVO kommit ner till aptitliga niver nu med P/E [--] fr FY2023 Volatil aktie & marknaden nojig nu omjligt att veta nr den bottnar tajma exakt svrt. Men r/r knns hygglig hr (betyder inte att den inte kan g ner mer kortsiktigt det vet ingen) Ingen REK osv 🍭"  
[X Link](https://x.com/HerrKamrer/status/1692105487859269869)  2023-08-17T09:26Z [----] followers, [--] engagements


"1// Just nu r det nog mnga mig sjlv inkluderat som tycker $EVO ser billig ut & s r det nog MEN om man nu vill frska tajma kan man faktiskt vnta & bevaka noga. Gr sllan rakt ner & sen rakt upp. Brukar stabiliseras / konsolideras nn dag eller tv. Tlamod 😏"  
[X Link](https://x.com/HerrKamrer/status/1692244702890696785)  2023-08-17T18:39Z [----] followers, [--] engagements


"Media hittar ofta p en massa anledningar till varfr det gr ner men 3:e fredagen varje mnad r det som vanligt optionsfrfall Infr det brukar brsen g ner pga flden sen studsa fljande tisdag Funkat som en klocka senaste 1-2 ren S lt oss chilla & ta helg Skl 🍷"  
[X Link](https://x.com/HerrKamrer/status/1692528567731589262)  2023-08-18T13:27Z [----] followers, [--] engagements


"@Trader_Gekko Nr ker $EVO in i lngldan d"  
[X Link](https://x.com/HerrKamrer/status/1692550718551416941)  2023-08-18T14:55Z [----] followers, [--] engagements


"kat $EVO frn 10% till 13% av portfljen idag Ett strre kp mao bland alla mina duttkp Brukar OFTA vara fr tidig p bollen med mina dippkp och vet om det Men sen kper jag ocks sporadiskt ver tid i dippar och har en stor dos tlamod Ingen REK gr din egen analys 🍭"  
[X Link](https://x.com/HerrKamrer/status/1692554823965512024)  2023-08-18T15:11Z [----] followers, [--] engagements


"-10% frn ATH 31/7 📈 Bde fr aktivt frvaltade portfljerna (svensk & utlndsk) & alla konton +4369% YTD Aktivt frvaltade +3531% YTD Alla konton Ocks kt p bsigheten p sistone moa men kunde varit betydligt vrre verlgset strsta innehav $LVMH $EVO $INVE 🧵"  
[X Link](https://x.com/HerrKamrer/status/1694789630615281699)  2023-08-24T19:11Z [----] followers, [--] engagements


"@EconomyApp Is this statistics all kind of smartphones or just iPhones 🍎"  
[X Link](https://x.com/HerrKamrer/status/1695139873617764499)  2023-08-25T18:23Z [----] followers, [---] engagements


"$AAPL services is starting to get huge It set a new ATH revenue record of $21.2b growing +8% Y/Y an acceleration (and up double-digit in constant currency) Analysts predict that in the future Apple's profit growth will outpace its revenue growth 👇"  
[X Link](https://x.com/HerrKamrer/status/1695205058860724374)  2023-08-25T22:42Z [----] followers, [----] engagements


"Sparar du 1000kr i mnaden i en fond utan avgifter tex Avanza Zero har du [--] miljon (med 8% avkastning) efter [--] r I en fond med 2% avgift fr du nja dig med ungefr [---] [---] kr efter [--] r En avgift p 2% under [--] r gr allts att vi frlorar runt 30% av vrt sparkapital"  
[X Link](https://x.com/anyuser/status/1695727077234704851)  2023-08-27T09:16Z [----] followers, 54.7K engagements


"kade ytterligare i $EVO i fredags Upp frn 13% till 15% av portfljen Normal vikt fr mig brukar vara 10% s har nu 50% hgre vikt n normalt Detta pga vrderingen kommit ner rejlt samtidigt som fundamenta fortsatt utvecklas starkt P/E [---] fr FY2024 (konsensus) 🍭"  
[X Link](https://x.com/HerrKamrer/status/1695767978585808903)  2023-08-27T11:59Z [----] followers, [--] engagements


"Very low activity from my side lately only a few transactions. That said I keep adding to my largest holdings now and then. Today I bought some $LVMH now 25% of my portfolio and even if we get a downturn I feel very comfortable owning this fantastic business. 🥂"  
[X Link](https://x.com/HerrKamrer/status/1697534880547025338)  2023-09-01T09:00Z [----] followers, 12.1K engagements


"@markusburstrom Beaktar det. Tex passade jag p att ka i mina utlndska indexfonder nr vi fick -8% p USD och -5% p EUR mot SEK hr fr en tid sedan och p sistone kpt mer i SEK typ $EVO $LIFCO etc och inte gjort ngot i min utlndska portflj. Med det sagt r vl just $LVMH undantaget"  
[X Link](https://x.com/HerrKamrer/status/1697592984018030992)  2023-09-01T12:51Z [----] followers, [--] engagements


"Mnads-update 🍭 Trots att kurserna fr mina strsta innehav $EVO (15%) $LVMH (25%) gtt svagt EVO -16% (3m) & LVMH -866% (1m) s tuffar det p hyggligt dock viss kudde i stark USD/EUR +4643% YTD Aktivt frvaltade +3796% YTD Alla konton inkl passiv fondportflj 🧵"  
[X Link](https://x.com/HerrKamrer/status/1697923934765642189)  2023-09-02T10:46Z [----] followers, [--] engagements


"6// Jag r sjlv vl medveten om ovan men trots det r jag definitivt pverkade av just aktivitetsbias dvs man vill gra ngot knna att man r aktiv. Vet att jag sjlv gr fler transaktioner n jag borde men jobbar p det & frsker ha hgre kvalit i varje beslut"  
[X Link](https://x.com/HerrKamrer/status/1697923945758949510)  2023-09-02T10:46Z [----] followers, [--] engagements


"7// Denna mnad har jag frmst gjort en stor sak & det r att vikta upp $EVO vid tv tillfllen. Frst frn 10% till 13% & sen vidare upp till 15% Det r den enskilt strsta frndringen jag gjort i Aug Varfr Fundamenta utvecklas fortsatt starkt/vrderingen kommit ner rejlt"  
[X Link](https://x.com/HerrKamrer/status/1697923947419894049)  2023-09-02T10:46Z [----] followers, [--] engagements


"8// Drutver har jag fortsatt kpa sporadiskt i mitt strsta innehav $LVMH vilket jag gjorde senast igr. Innehavet r nu ca 1/4 av mitt EK vilket fr mig r ett riktigt stort innehav. Med det sagt knner jag mig mkt komfortabel med det lgkonjunktur eller ej str de stabilt. Very low activity from my side lately only a few transactions. That said I keep adding to my largest holdings now and then. Today I bought some $LVMH now 25% of my portfolio and even if we get a downturn I feel very comfortable owning this fantastic business. 🥂 https://t.co/Gx3DpjcoBL Very low activity from my side lately only a"  
[X Link](https://x.com/HerrKamrer/status/1697923950007738707)  2023-09-02T10:46Z [----] followers, [----] engagements


"Evolution-konkurrent p vg mot helrsvinst ver frvntningarna Playtech kade bde omsttning och vinst under det frsta halvret. Bolaget uppger att det r p god vg att leverera en helrsvinst ver frvntningarna $EVO"  
[X Link](https://x.com/HerrKamrer/status/1699672918223978568)  2023-09-07T06:36Z [----] followers, 30.5K engagements


"Full Bloomberg article 📰 Europe Luxury Stocks Slide AfterRichemont Chairman Says Inflation Is Denting Demand -Richemont chairmans comments add to luxury-goods uncertainty -HSBC lowers estimates and price targets for most of the sector"  
[X Link](https://x.com/HerrKamrer/status/1699692870381294047)  2023-09-07T07:55Z [----] followers, [----] engagements


"Cartier-Owner Richemont Says Inflation Hitting Europe Demand - Johann Rupert says inflation is squeezing Europe consumers - Europe comments follow signs of slowing in US and China demand Myself Not that worried 😏 🧵 Article in tread 👇"  
[X Link](https://x.com/HerrKamrer/status/1699693054221803663)  2023-09-07T07:56Z [----] followers, [----] engagements


"Kina planerar att utka frbudet mot anvndning av Iphone inom centrala statliga myndigheter till att ven omfatta andra regeringskopplade myndigheter och organisationer samt statliga bolag skriver Bloomberg News $AAPL"  
[X Link](https://x.com/HerrKamrer/status/1699709652806647839)  2023-09-07T09:02Z [----] followers, [--] engagements


"Since I have got a lot of questions regarding $LVMH and my purchases the last couple of days I can confirm that the holding is now 30% of my portfolio 🥂 *No recommendation. No advise. Large positions is not for everyone. I do not have any target price. End of message"  
[X Link](https://x.com/HerrKamrer/status/1699798091099148716)  2023-09-07T14:53Z [----] followers, 11.2K engagements


"Mnga institutionella kapitalfrvaltare nu som brjar se ver & ifrgastta om de ska ha kvar exponering mot tillvxtmarknader pga Kina/geopolitisk risk. Rena Kina-fonder r iskallt Sjlv skulle jag aldrig ga kinesiska bolag tar exponering mot marknaden indirekt istllet"  
[X Link](https://x.com/HerrKamrer/status/1700075118708265411)  2023-09-08T09:14Z [----] followers, [--] engagements


"Senaste veckan har varit riktigt dlig p pappret stor drawdown. 3m ser heller inte bttre ut. Studsat & sen dippat igen ger mkt $LVMH $EVO som gtt svagt. Det positiva r att jag nu ger fler aktier i bda casen. S nr det vnder blir det fint. YTD fortsatt 30% iaf 🤷🏻♂ 👹"  
[X Link](https://x.com/HerrKamrer/status/1700116300574433768)  2023-09-08T11:58Z [----] followers, 15.5K engagements


"Morgan Stanley tycker reaktionen i $AAPL r verdriven - den som lever fr se. Men bolaget stor ju knappast och faller med en bojkott frn kinesiska statliga bolag ven om sklart Kina r en viktig marknad"  
[X Link](https://x.com/HerrKamrer/status/1700208395947532733)  2023-09-08T18:04Z [----] followers, [----] engagements


"Idag kte man p rets strsta drawdown mer n -3% hrligt Aktivt frvaltade portfljerna -20% sedan ATH & alla konton -17% (igr) ger mkt $LVMH $EVO som kt p det Kan sga att det blev extra tunga vikter p gymmet idag. Nja nya tag imorgon Bttre tider kmr alltid 💪"  
[X Link](https://x.com/anyuser/status/1706376289576267790)  2023-09-25T18:33Z [----] followers, 28.1K engagements


"Man kan nu kpa $EVO p P/E 166x fr helret [----] (konsensus-estimat) Tycker iaf jag r hyggligt attraktivt Vntar med spnning p bekrftelse frn @Kvalitetsaktie att ni kpt d vet man att det r kplge p riktigt 😊 🍭"  
[X Link](https://x.com/anyuser/status/1707366034020159829)  2023-09-28T12:05Z [----] followers, 40.6K engagements


"Mnga p stan inklusive Riksbanken gr prognosen att SEK r undervrderad och ska strkas. Jag r inte s sker p det Tar inga investeringsbeslut baserat p valuta men med det sagt har jag passat p att ka EUR exponeringen litegrann nu efter att kursen r -35% i veckan 💸"  
[X Link](https://x.com/HerrKamrer/status/1707732649689629160)  2023-09-29T12:22Z [----] followers, [----] engagements


"Evolution Gaming $EVO 🎰 A Moat Analysis - Analyzing the B2B Gaming Operator's Moat"  
[X Link](https://x.com/HerrKamrer/status/1708449235358580737)  2023-10-01T11:50Z [----] followers, [----] engagements


"Largest holdings as of today $LVMH $EVO $AAPL $TEQ $CSU $MSFT $INVE $ORp $AZN $BRK $LIFCO $SAVE $LATO $NOVO"  
[X Link](https://x.com/anyuser/status/1709633686587486521)  2023-10-04T18:16Z [----] followers, 60.6K engagements


"My Gubbportflj (old man portfolio) holds up quite well in a turbulent market Consist of [--] holdings with equal weight - Apple - Berkshire Hathaway - AstraZeneca Who says the risk (or standard deviation) needs to be higher with a concentrated portfolio 😏"  
[X Link](https://x.com/HerrKamrer/status/1710600974182797502)  2023-10-07T10:20Z [----] followers, [----] engagements


"One of my biggest portfolios 40% of net worth my global portfolio have taken a serious nose dive lately 📉 Much driven by $LVMH that stands for 40% of this portfolio. That said not sold a share instead - bought more Other big holdings $AAPL $MSFT $CSU $ORp $NOVO 🍭"  
[X Link](https://x.com/HerrKamrer/status/1710606815245840869)  2023-10-07T10:43Z [----] followers, 10K engagements


"1// I lowered the leverage by selling some $AAPL $MSFT a while ago (was previously both 20% of this portfolio now 10% each). But have again raised the leverage. This time I used it to buy more $LVMH now up from 40% to 50% of this portfolio. Largest purchases done around 700"  
[X Link](https://x.com/HerrKamrer/status/1710606817733058931)  2023-10-07T10:43Z [----] followers, [---] engagements


"DNB: Kplge i Evolution efter svag kursutveckling Frutspr att $EVO livekasino kar intkterna med 26% p rsbasis i Q3 🧵 Upprepar kp riktkurs [-----] kr https://www.borskollen.se/nyheter/14/dnb-koplage-i-evolution-efter-svag-kursutveckling https://www.borskollen.se/nyheter/14/dnb-koplage-i-evolution-efter-svag-kursutveckling"  
[X Link](https://x.com/anyuser/status/1710966640328712193)  2023-10-08T10:33Z [----] followers, 38K engagements


"80% of my capital is in [--] actively managed stock portfolios & 20% in a passive portfolio (index funds). Primarily in US/Nordics. That said today after the index is -8% from its highs and EUR/SEK have came down substantially. I added a Europe fund to my passive portfolio"  
[X Link](https://x.com/HerrKamrer/status/1711457006857445790)  2023-10-09T19:02Z [----] followers, [----] engagements


"No results reported so we do not have the full picture But great companies protect their profitability in downturns I expect that $LVMH have done just that Organic revenue +14% solid given the challenging macroeconomic environment 🧵 A few initial words from the call"  
[X Link](https://x.com/HerrKamrer/status/1711822739147735361)  2023-10-10T19:15Z [----] followers, 43.3K engagements


"2// Great visual by @Quartr_App"  
[X Link](https://x.com/HerrKamrer/status/1711822743207907715)  2023-10-10T19:15Z [----] followers, [----] engagements


"9// Fashion & Leather goods +16% organic +11% after 5% negative FX impact Louis Vuitton continues to deliver excellent performance"  
[X Link](https://x.com/HerrKamrer/status/1711822755736309918)  2023-10-10T19:15Z [----] followers, [---] engagements


"10// Perfumes & Cosmetics +12% organic 8% reported after taking into account -4% currency Continued to enjoy the excellent momentum solid performance in all geographies Dior strong Skin care strong particularly in premium skin care and in Asia"  
[X Link](https://x.com/HerrKamrer/status/1711822757258842415)  2023-10-10T19:15Z [----] followers, [---] engagements


"12// Selective retailing Revenue 124b EUR +26% (23% organic after FX) Record performance from Sephora DFS continued to recovery thanks to the opening of borders & international travel particularly strong recovery in Hong Kong and Macau as well as North America & Hawaii"  
[X Link](https://x.com/HerrKamrer/status/1711822760349954071)  2023-10-10T19:15Z [----] followers, [---] engagements


"13// Prepared remarks in summary LVMH have seen significant revenue growth across all all divisions except wines and spirits which faced a high comparison basis Focus rest of 2023: to continue to strengthen its market position while staying agile & focus on cost management 🥂"  
[X Link](https://x.com/HerrKamrer/status/1711822761931255869)  2023-10-10T19:15Z [----] followers, [---] engagements


"27// One comment that could indicate this fact is that the company CFO mentioned on the call that fashion & leathers goods with the highest margins now are a bigger part of the total and that this contributes to maintaining high margins"  
[X Link](https://x.com/HerrKamrer/status/1712094542260846920)  2023-10-11T13:15Z [----] followers, [---] engagements


"28// We need to keep in mind that for example wines & spirits (the only business group with negative growth) only stand for 75% of total revenue. We also know that the comps are challenging and that the major reason to the slow growth is weak performance from cognac"  
[X Link](https://x.com/HerrKamrer/status/1712094544009814109)  2023-10-11T13:15Z [----] followers, [---] engagements


"Tuffar p hyggligt $VOLV Rrelseresultat [------] mkr mot vntade p [------] Mkr Frvntar oss att vra strre lastbilsmarknader kommer att fortstta att vara starka under hela ret men frutspr lgre marknadsniver fr nsta r Orderingng lite ner"  
[X Link](https://x.com/HerrKamrer/status/1714514524936474764)  2023-10-18T05:31Z [----] followers, [----] engagements


"Har idag kpt en mindre initial position i Vitec $VIT Ledande inom vertical software och levererar standardprogram fr olika nischer Pminner mig en del om mitt innehav $CSU men en mindre version Analysarbetet pgr terstr att se om jag kper mer eller helt avstr 🍭"  
[X Link](https://x.com/HerrKamrer/status/1714966896494146021)  2023-10-19T11:29Z [----] followers, [--] engagements


"P tema transparens s kmr jag sannolikt inte hlla ngra $EVO ver rapport som ren riskhantering 🎰 Svr marknad s man fr skilja p aktie & bolag Bolaget kan utvecklas fint medan aktien lever sitt eget liv p kort sikt. Str fast vid att vrderingen ser attraktiv ut"  
[X Link](https://x.com/HerrKamrer/status/1715358987103662157)  2023-10-20T13:27Z [----] followers, 43.9K engagements


"Har inga planer p att slja $EVO 🎰 Just nu 625% av EK (ner frn 10%) Tror vi r mnga som minskar/kar infr rapporter av olika skl r ingen big deal. I mitt fall bara riskhantering 🧵 Belning & drfr vill jag inte ligga all-in infr rapporter Tanken: kpa tillbaka"  
[X Link](https://x.com/HerrKamrer/status/1715734406399230162)  2023-10-21T14:18Z [----] followers, 11.5K engagements


"2009 versatte Spiltans Per H Brjesson investeringsoraklet Warren Buffetts placeringsfilosofi till svenska frhllanden och valde ut [--] aktier Sen dess: 27% rlig avkastning 📈 $FNOX en av aktierna idag 65% av portfljens vrde Let your winners run"  
[X Link](https://x.com/HerrKamrer/status/1715741159350292870)  2023-10-21T14:45Z [----] followers, [----] engagements


"$EVO Tyckte @aktiehesten sammanfattar oron ganska bra Kmr man in flat samma oms som Q2 ja d blir det lite skillnad d nere p tillvxt Y/Y 16-17% frra kvartalet 28% 🧵 Viss oro r det ett hack i kurvan eller kmr vi ligga hr 15% framt"  
[X Link](https://x.com/HerrKamrer/status/1716033822871949545)  2023-10-22T10:08Z [----] followers, 21.4K engagements


"3// Kommer man in flat samma nettoomsttning som Q2 ja d blir det lite skillnad d r man nere p en tillvxttakt Y/Y p 16-17% det blir lite skillnad frra kvartalet var det 28%"  
[X Link](https://x.com/HerrKamrer/status/1716033827892498671)  2023-10-22T10:08Z [----] followers, [----] engagements


"4// Viss oro r det ett hack i kurvan eller kommer vi ligga hr runt 15% framt Finns mnga andra som kan $EVO mycket bttre n mig s ska egentligen inte uttala mig och kommer heller inte snacka ngra siffror eller gra prognoser MEN"  
[X Link](https://x.com/HerrKamrer/status/1716033829243122164)  2023-10-22T10:08Z [----] followers, [----] engagements


"Nordnet p p/e 136x FY2024 tycker jag r attraktivt givet tillvxtpotentialen i bla vriga nordiska lnder S passade p att duttkpa lite idag p [-----] kr. Rapport imorgon ser jag fram emot Innehavets storlek r runt 5% av portfljen och ungefr som vanligt $SAVE"  
[X Link](https://x.com/HerrKamrer/status/1716452317388505098)  2023-10-23T13:51Z [----] followers, [--] engagements


"A chart covering [--] years of $LVMH's revenue growth segmented by business group We have [--] brands the largest portfolio in the luxury industry - CFO By @Quartr_App"  
[X Link](https://x.com/HerrKamrer/status/1716511747702509696)  2023-10-23T17:47Z [----] followers, [----] engagements


"Nordea terupptar bevakning p Evolution med rekommendationen kp $EVO"  
[X Link](https://x.com/HerrKamrer/status/1716709002271248595)  2023-10-24T06:51Z [----] followers, [----] engagements


"Kortsiktig riskhantering lnade sig denna gng 🎰 Med det sagt hade jag inte rknat med s mycket som -10% p rapporten riktigt bsigt sentimentet just nu Antar att det r skattesatsen (upp till 15%) som bla pverkar Kpt tillbaka en del men inte allt $EVO"  
[X Link](https://x.com/HerrKamrer/status/1717448033447604639)  2023-10-26T07:48Z [----] followers, [----] engagements


"Insynskp $EVO Frvisso ett litet kp men nd ett kp lt oss se om det kommer mer Skulle dock inte bli frvnad om vissa kanske vntar med kp tills efter 8:e november nr perioden fr incitamentsprogrammet lper ut"  
[X Link](https://x.com/HerrKamrer/status/1717910605514825831)  2023-10-27T14:26Z [----] followers, [---] engagements


"Kpt tillbaka alla $EVO nu 10Y har sannolikt toppat FED sa precis det marknaden ville hra igr Ssongsmssigt stark period i slutet av ret Magknslan r att det blir kanon Om inte ja d lser det sig i sinom tid nd varit bs vl lnge nu br vara dags fr en rekyl 😏"  
[X Link](https://x.com/anyuser/status/1720005107377401922)  2023-11-02T09:09Z [----] followers, 17.4K engagements


"@Cfc_H_ ISK borde egentligen krt KF men kom p det fr sent och ville ej att historiken skulle frsvinna"  
[X Link](https://x.com/HerrKamrer/status/1720359391801536603)  2023-11-03T08:36Z [----] followers, [---] engagements


"Fick bli 50/50 i Castellum $CAST Var ju tnkt som en swing och den gick vgen. Sen om fastighetssektorn har bottnat eller inte who knows Slde allts hlften 15% vinst p ngra dagar. Behller resten for now. P detta stt vinner jag oavsett 😏 Kpte $EVO fr pengarna 🍭"  
[X Link](https://x.com/HerrKamrer/status/1720389998237692383)  2023-11-03T10:38Z [----] followers, [----] engagements


"Berkshire posts a 40% jump in operating earnings cash pile swells to a record @CNBC $BRK 🏦"  
[X Link](https://x.com/HerrKamrer/status/1720784644763775451)  2023-11-04T12:46Z [----] followers, [----] engagements


"$EVO - FCF yield: (57%) - ROIC: (271%) - ROE: (283%) Avg P/E [--] yr: (315x) P/E FY2024: (156x) 👇 [--]. Evolution Gaming: https://t.co/rYEGkqH1JQ [--]. Evolution Gaming: https://t.co/rYEGkqH1JQ"  
[X Link](https://x.com/anyuser/status/1721206311952495045)  2023-11-05T16:42Z [----] followers, 29.9K engagements


"Largest holdings as of today $LVMH $EVO $AAPL $TEQ $INVE $BRK $MSFT $CSU $LATO $SAVE $LIFCO $AZN $NOVO"  
[X Link](https://x.com/anyuser/status/1722591151817994289)  2023-11-09T12:25Z [----] followers, 57.1K engagements


"Nordnets VD Lars-ke Norling sljer fr [--] mkr Grs bla fr att tcka de skattekostnader som har uppsttt i samband med att ett optionsprogram har gtt till lsen Under morgonen rapporterade Finwire att [--] personer i Nordnets ledning slt aktier fr totalt [--] mkr $SAVE"  
[X Link](https://x.com/HerrKamrer/status/1722967998237913193)  2023-11-10T13:22Z [----] followers, [--] engagements


"Insiderkp [---] miljoner Carlesund han gr det igen 😏 $EVO"  
[X Link](https://x.com/anyuser/status/1723700103074951465)  2023-11-12T13:51Z [----] followers, 83.9K engagements


"2// Frra gngen Martin kpte fr [---] miljoner var den 26:e september [----] och det kper gjordes p [-----] SEK Drefter steg aktien (+816%) p kommande [--] kvartal. Kper sammanfll ungefr med att breda brsen bottnade hsten [----] men nd - var ett synnerligen vltajmat kp 😊"  
[X Link](https://x.com/HerrKamrer/status/1723707982989381922)  2023-11-12T14:23Z [----] followers, [----] engagements


"3// kpte lite i ppningscallen p [------] SEK $EVO"  
[X Link](https://x.com/HerrKamrer/status/1723975115786879477)  2023-11-13T08:04Z [----] followers, [----] engagements


"Want an example of a clear secular trend Cybersecurity 🔐 It is expected that this market will grow by almost 14% per year until [----]. 🧵 Lets dive into Fortinet today one of the highest quality names within the cybersecurity industry with solid fundamentals. $FTNT"  
[X Link](https://x.com/HerrKamrer/status/1726281046055076271)  2023-11-19T16:47Z [----] followers, 39.5K engagements


"1// this is a re-write on an article published by Compounding Quality Link:"  
[X Link](https://x.com/HerrKamrer/status/1726281048613425527)  2023-11-19T16:47Z [----] followers, [---] engagements


"2// Fortinet General information: Type: Owner-Operator Quality Stock ISIN: US34959E1091 Ticker: FTNT Current Stock Price: $51.3"  
[X Link](https://x.com/HerrKamrer/status/1726281050379436423)  2023-11-19T16:47Z [----] followers, [---] engagements


"3// Heres a onepager with the essentials of Fortinet:"  
[X Link](https://x.com/HerrKamrer/status/1726281058109530597)  2023-11-19T16:47Z [----] followers, [---] engagements


"4// [--]. Do I understand the business model Fortinet is a global leader in cybersecurity and networking solutions for organizations including enterprises communication service providers government organizations and small businesses. The company focuses on [--] areas 👇"  
[X Link](https://x.com/HerrKamrer/status/1726281068586877000)  2023-11-19T16:47Z [----] followers, [---] engagements


"5// [--]. Is management capable Ken Xie and Michael Xie founded Fortinet in [----]. Ken Xie has been the CEO since [----] and his brother Michael Xie is the President & CTO. Ken Xie owns 8.1% of the company and Michael Xie owns 8.9%. All insiders together own 17.5% of the shares"  
[X Link](https://x.com/HerrKamrer/status/1726281077432697270)  2023-11-19T16:47Z [----] followers, [---] engagements


"6// [--]. Does the company have a sustainable competitive advantage Fortinet has a sustainable competitive advantage based on switching costs and network effects. Companies with a sustainable competitive advantage are often characterized by a high and robust Gross Margin and ROIC"  
[X Link](https://x.com/HerrKamrer/status/1726281085967843603)  2023-11-19T16:47Z [----] followers, [---] engagements


"7// [--]. Is the company active in an attractive end market The cybersecurity market is highly fragmented. Palo Alto Networks is the market leader followed by Fortinet"  
[X Link](https://x.com/HerrKamrer/status/1726281094255771845)  2023-11-19T16:47Z [----] followers, [---] engagements


"9// Here stops the information from Compounding Quality below is instead taken from Invest in Assets and this link:"  
[X Link](https://x.com/HerrKamrer/status/1726281107929190829)  2023-11-19T16:47Z [----] followers, [---] engagements


"10// Fortinets business model consists of [--] business segments. Subscription-Based Model Fortinet sells both hardware products and software licenses to its clients. The software licenses are the more attractive business as the revenue is recurring on a subscription-based model"  
[X Link](https://x.com/HerrKamrer/status/1726281114413830560)  2023-11-19T16:47Z [----] followers, [---] engagements


"11// Key Growth Drivers Several factors have driven Fortinet's remarkable growth within the cybersecurity industry. 1) Rapidly growing demand 2) Global Reach 3) Strong Partnerships 4) Threat Intelligence and Real-Time Updates"  
[X Link](https://x.com/HerrKamrer/status/1726281123410698242)  2023-11-19T16:47Z [----] followers, [---] engagements


"12// Revenue spit Fortinet is well diversified and gets 41% of its revenue from the Americas 38% from EMEA and 21% from APAC:"  
[X Link](https://x.com/HerrKamrer/status/1726281131996361135)  2023-11-19T16:47Z [----] followers, [---] engagements


"13// The fundamentals Capital efficiency: Fortinet has expanded its ROIC and ROCE substantially since [----]. The continuous expansion suggests that Fortinet has a competitive advantage"  
[X Link](https://x.com/HerrKamrer/status/1726281139739103700)  2023-11-19T16:47Z [----] followers, [---] engagements


"14// Per share growth (8-Year CAGR) Revenue per share: 24.82% Earnings per share Diluted: 91.47% (Low base) Free cash flow per share: 33.41%"  
[X Link](https://x.com/HerrKamrer/status/1726281147749916899)  2023-11-19T16:47Z [----] followers, [---] engagements


"15// Steady gross margins and expanding operating & FCF margins. Management is expected to further margin expansion in the second half of [----] Fortinet translates more than its net income into FCF indicating well-managed working capital. Cash conversion (FCF/Net Income): 179%"  
[X Link](https://x.com/HerrKamrer/status/1726281154796687722)  2023-11-19T16:47Z [----] followers, [---] engagements


"16// The Stock In the last [--] years Fortinet has returned 1156.27% a CAGR of 28.8%"  
[X Link](https://x.com/HerrKamrer/status/1726281162912587945)  2023-11-19T16:47Z [----] followers, [---] engagements


"17// Margins and returns on capital have steadily been increasing over the last decade. This indicates that the business has something special going on and can often be attributed to a competitive edge. The business is getting more profitable as it grows"  
[X Link](https://x.com/HerrKamrer/status/1726281170344919048)  2023-11-19T16:47Z [----] followers, [---] engagements


"18// Why own Fortinet Well-positioned in a growing industry A sustainable competitive advantage Low debt & capital intensity High returns on capital & margins Founder-led business High insider ownership"  
[X Link](https://x.com/HerrKamrer/status/1726281173419344115)  2023-11-19T16:47Z [----] followers, [---] engagements


"19// Again some risks 👇"  
[X Link](https://x.com/HerrKamrer/status/1726281180985860523)  2023-11-19T16:48Z [----] followers, [---] engagements


"20// Valuation Fortinet currently trades at a 4.7% FCF yield. Historically the 4%-6% range has been a good entry. However the environment and business have changed in the last few years. We should rather compare Fortinets FCF yield to the risk-free rate which is 4.5%"  
[X Link](https://x.com/HerrKamrer/status/1726281188653105285)  2023-11-19T16:48Z [----] followers, [---] engagements


"24// I do not own any shares at the time of this tweet. Always do your own due diligence. This should not be considered financial advice. Its just a summary of two other peoples analysis. That said the stock is on my personal watch-list. Thank you for reading 👋🏼"  
[X Link](https://x.com/HerrKamrer/status/1726281217417388231)  2023-11-19T16:48Z [----] followers, [----] engagements


"25// Investor Presentation"  
[X Link](https://x.com/HerrKamrer/status/1726306993508692107)  2023-11-19T18:30Z [----] followers, [----] engagements


"@Buynhold123 Instmmer jag har tagit min exponering via MSFT so far. Sant gt lite Palo Alto som r nr [--] i sektorn & konkurrent till Fortinet men slde tyvrr pga vrdering. Yubico kan vara ngot enda r vl att de endast har [--] produkt eller iaf frmst [--] sin Yubi-key kar risken"  
[X Link](https://x.com/HerrKamrer/status/1726619182517874792)  2023-11-20T15:11Z [----] followers, [---] engagements


"@Buynhold123 Hr har du ett gng se diagrammet Sen r det som jag skriver fragmenterad marknad sannolikt att en del konsolidering kommer ske drfr gillar jag de aktrer som har lite bredare erbjudande och inte bara en produkt"  
[X Link](https://x.com/HerrKamrer/status/1726619912582611194)  2023-11-20T15:14Z [----] followers, [--] engagements


"Styrelsen fr Evolution $EVO har beslutat om frvrv av egna aktier"  
[X Link](https://x.com/anyuser/status/1727723443284582713)  2023-11-23T16:19Z [----] followers, 39.2K engagements


"2// Insiderkp frn Todd 👇"  
[X Link](https://x.com/HerrKamrer/status/1727763939461648511)  2023-11-23T18:59Z [----] followers, [----] engagements


"@frizzledizzles Vet inte exakt hur det blir med dessa aktier denna gng om de makuleras eller ej men ett allmnt svar p din frga varfr bolag sitter med egna aktier kan ju tex vara att de kan anvnda dessa som valuta vid frvrv"  
[X Link](https://x.com/HerrKamrer/status/1727767303142486372)  2023-11-23T19:13Z [----] followers, [--] engagements


"3// Historiskt har $EVO bara kpt tillbaka aktier fr att neutralisera den effekt i form av utspdning som incitamentsprogrammet gett men nu kper de tillbaka mer s det r en intressant skillnad i agerade"  
[X Link](https://x.com/HerrKamrer/status/1727767440925266065)  2023-11-23T19:13Z [----] followers, [----] engagements


"@GrowDivs @Lou_Mannheim Well stand-alone och p pappret r en sak men kan det mjligen vara som s att frvrvet dock bidragit litegrann till att deras kunders helhetsupplevelse av EVO som leverantr pverkats positiv"  
[X Link](https://x.com/HerrKamrer/status/1727816711691452915)  2023-11-23T22:29Z [----] followers, [--] engagements


"Funderat en del p om jag ska lnevxla eller inte Uppenbara frdelar: +6% lgre skatt rnta-p-rnta p oskattade pengar Men nackdelarna d lgre ln = hgre skuldkvot som kan trigga amortering kan lna mindre mer Vad sger #finanstwitter & lnevxlar du sjlv 💸"  
[X Link](https://x.com/HerrKamrer/status/1728707021497565550)  2023-11-26T09:27Z [----] followers, 12.5K engagements


"#LVMH-The LuxuryPowerHouse👜 Great piece by @InvestInAssets -Wide moat -Growing demand -Strong balance sheet -Solid returns on capital -High & expanding margins -Skin in the game & founder-led -More resilient to recessions than other consumer products"  
[X Link](https://x.com/HerrKamrer/status/1728726746650833073)  2023-11-26T10:45Z [----] followers, [---] engagements


"I keep buying slowly day after day. The general uncertainty about how a potential economic downturn will affect luxury is something I see as short term noise and a long term opportunity. Sure we might see a slower year or so but who cares See you in a decade. $LVMH 🥂"  
[X Link](https://x.com/HerrKamrer/status/1730337171087769637)  2023-11-30T21:25Z [----] followers, 11.6K engagements


"1// Another thing that have dampened the sentiment is definitely China. We see clearly in the market that inflows to China from international investors are lower & valuations in general quite low. This have probably effected companies that have exposure to the market as well"  
[X Link](https://x.com/HerrKamrer/status/1730461581375349113)  2023-12-01T05:39Z [----] followers, [---] engagements


"2// theres also worries about the Chinese property market and some fear that this will de-rail the growth story but personally I feel that this is a little bit overkill. China will likely still be a solid economy. The banks are stable. Property prices are down but stimulus up"  
[X Link](https://x.com/HerrKamrer/status/1730462642303578171)  2023-12-01T05:43Z [----] followers, [----] engagements


"@goodhenrik1 Typ s p lng sikt spelar det mindre roll med valutorna. Klyschigt men sant. Jag har vl historiskt frskt sprida ut mitt kapital i olika geografier & tex inte ha allt p OMX & d fr de effekten att du har en viss spridning i olika valutor men tar inga aktiva bet p valuta"  
[X Link](https://x.com/HerrKamrer/status/1730904956926824497)  2023-12-02T11:01Z [----] followers, [---] engagements


"@goodhenrik1 2// Efter en tid med risk-off och starkt EUR USD mm mot SEK s r det vl inte s konstigt att vi fr en viss rekyl nr risksentimentet kommer tillbaka men gllande om trenden med svag SEK r bruten eller ej r kanske lite tidigt att svara p terstr att se"  
[X Link](https://x.com/HerrKamrer/status/1730905386499051607)  2023-12-02T11:02Z [----] followers, [--] engagements


"@Investormindse1 1// Men har kt p det rtt s rejl valutamotvind p sistone med ca 70% av portfljen utanfr Sverige skert -5% om inte mer pga bara detta senaste tv veckorna. Men brukar ju jmna ut sig ver tid sen inte helt frvnande efter att SEK varit s svagt p sistone"  
[X Link](https://x.com/HerrKamrer/status/1730982225414402534)  2023-12-02T16:08Z [----] followers, [---] engagements


"@Investormindse1 2// dessutom har jag sporadiskt kpt mer LVMH som typ handlats sidledes men EUR har ju frsvagats mot SEK och drmed pverkat negativt ven om aktien varit reumatiskt ofrndrad. $EVO ocks ett bidrag till dippen ven om den terhmtat sig litegrann nyligen"  
[X Link](https://x.com/HerrKamrer/status/1730982610963214426)  2023-12-02T16:09Z [----] followers, [---] engagements


"@Investormindse1 5// sen s f det alltid svrt att kpa mer i lgen dr bolag gr frn en vldigt hg tillvxt till en mer normaliserad tillvxt r frknippat med oskerhet och det r ngot som marknaden generellt inte gillar kan pverka sentimentet lngre n man tror"  
[X Link](https://x.com/HerrKamrer/status/1730983997474267572)  2023-12-02T16:15Z [----] followers, [--] engagements


"@Investormindse1 6// Men LVMH r kvalit rakt igenom s kursen kommer tillbaka i sinom tid Sen fr vi komma ihg att i senaste rapporten s redovisade bolaget inte sitt resultat vara omsttning resultat fr vi bara halvrsvis vilket spr p oskerheten Personligen tror jag dock att"  
[X Link](https://x.com/HerrKamrer/status/1730984259890926013)  2023-12-02T16:16Z [----] followers, [--] engagements


"@Investormindse1 Ett av de bolag jag ger som jag knner mig vldigt trygg med att lsa in kasta bort nyckeln & komma tillbaka om 10r. Kanske inte det case med absolut hgst frvntad avkastning. Men lg risk man sover bra & hg sannolikhet till solid stabil utveckling bara man har tlamod"  
[X Link](https://x.com/HerrKamrer/status/1730988789936398464)  2023-12-02T16:34Z [----] followers, [--] engagements


"Gubbportfljen En defensiv buy&hold portflj som aldrig haft ngra kp/slj frutom vid start 1/3 Apple $AAPL 🍎 1/3 Berkshire Hathaway $BRK 🏦 1/3 AstraZeneca $AZN 💊 Nu nr vi sett mer varmluft verpresterar den inte lika mkt mot index men tuffar nd p stabilt 🍭"  
[X Link](https://x.com/HerrKamrer/status/1730992429921091652)  2023-12-02T16:48Z [----] followers, [--] engagements


"The average S&P [---] return for the last [--] years is 12.39% [--] companies represent 60% of this performance Apple Microsoft Alphabet Amazon Nvidia Tesla Meta Today those are 30% of index The Magnificent Seven have returned 92% in [----] on average Crazy 📈"  
[X Link](https://x.com/HerrKamrer/status/1731001462447100135)  2023-12-02T17:24Z [----] followers, [---] engagements


"Bestmde mig idag fr att addera ett innehav till min buy & hold portflj som jag ppnade den [--] november. Teqnion $TEQ vilket bidrar med exponering mot mindre bolag. 🧵 Nu lutar jag mig tillbaka & lter rnta-p-rnta gra jobbet blir inga mer frndringar/kp eller slj. 🍭"  
[X Link](https://x.com/HerrKamrer/status/1731602683994218499)  2023-12-04T09:13Z [----] followers, [----] engagements


"1// Frdelning 25% i vardera. Dvs kpt fr exakt lika mkt i SEK. Att Investor har en vikt p 27% just nu r helt enkelt pga det innehavet utvecklats vl p sistone. Tanken r att detta blir en del av mitt passivt frvaltade kapital dvs ej aktivt/ngra lpande frndringar 💸"  
[X Link](https://x.com/HerrKamrer/status/1731602691233599600)  2023-12-04T09:13Z [----] followers, [---] engagements


"Centralbanksrntor 🏦 Marknadens prissttning har ndras snabbt p kort tid Nu prisstts betydande snkningar av vrldens centralbanker [----] Europa [---] procentenheter Sverige [---] procentenheter USA -13% procentenheter Se bilder 👇"  
[X Link](https://x.com/HerrKamrer/status/1731641529238749377)  2023-12-04T11:48Z [----] followers, 21.7K engagements


"@TKoorem 👇"  
[X Link](https://x.com/HerrKamrer/status/1732064616253993249)  2023-12-05T15:49Z [----] followers, [--] engagements


"Poddtips $SAVE med @RJarborg 🎧 *Disclaimer: jag ger aktier & gillar bolaget. Obs - Inga rd gr er egen analys osv. Enjoy 🤓 👇 https://open.spotify.com/episode/64fkGEvtITXCLPZBE6M7YVsi=Ge7hrKEURPS6Dj-vNGXhJg https://open.spotify.com/episode/64fkGEvtITXCLPZBE6M7YVsi=Ge7hrKEURPS6Dj-vNGXhJg"  
[X Link](https://x.com/HerrKamrer/status/1732789239928991904)  2023-12-07T15:48Z [----] followers, [----] engagements


"@TKoorem @RJarborg Har sjlv kpt en liten post som en trade p ngra veckor/mnads sikt knns versld kortsiktigt gtt svagt pga sin defensiva karaktr (utvecklas relativt sett dligt nr brsen r stark & det r mer risk-on) som lngsiktigt case kan jag ej uttala mig ej analyserat p djupet"  
[X Link](https://x.com/HerrKamrer/status/1732859549592293763)  2023-12-07T20:28Z [----] followers, [--] engagements


"@TKoorem @RJarborg Novo ger jag dremot sedan lnge & det caset knns lttare att frst 1) de har 50% av vrldens marknad fr insulin 2) de r frst ut med fetmalkedel som r en gigantiskt marknad och lr vxa lnge permanent kapital (gs av stiftelse) oerhrt starka marginaler osv (dock dyrt)"  
[X Link](https://x.com/HerrKamrer/status/1732860052443201622)  2023-12-07T20:30Z [----] followers, [--] engagements


"Fredag en gedigen utdelning frn $LVMH & $EVO fortstter uppt Ja inte s mycket att klaga p 🥂 Till skillnad frn tidigare uppstudsar 2022-2023 s har vi nu en bredd i rallyt det r definitivt positivt Om det fortstter Well who knows Men optimisten vinner i lngden 💸"  
[X Link](https://x.com/anyuser/status/1733071102069362837)  2023-12-08T10:28Z [--] followers, [----] engagements


"1// Portfljen upp runt +3% idag Tackar $LVMH $EVO och viss valuta+belning fr den fina skjutsen Skl och trevlig helg 🍸"  
[X Link](https://x.com/HerrKamrer/status/1733134815954600118)  2023-12-08T14:41Z [----] followers, [----] engagements


"@Investacus @don_crisse @avanzabank @NordnetSE D blir det iaf lite motstnd som skulle kunna bidra till att man fattar mer vlgrundade beslut"  
[X Link](https://x.com/HerrKamrer/status/1733149514360336398)  2023-12-08T15:40Z [----] followers, [---] engagements


"Det gr fort i hockey 🏒 - Utl portfljen bst (+39%) YTD - Alla konton norr om (+20%) YTD 🧵 Ngra ord om okt-nov bla att jag dippkpt $LVMH fr tidigt med belning & ftt smaka p det short term agerande i allmnhet ngra affrer portfljen positionering mm 👇"  
[X Link](https://x.com/HerrKamrer/status/1733439954133356689)  2023-12-09T10:54Z [----] followers, [----] engagements


"1// Alla konton +2117% Var uppe hgre innan senaste tidens dipp sen ner en vnda & nu terhmtat sig en del. Dippkpte rtt mycket framfrallt $LVMH men ven en del $EVO & det gjorde jag aningen tidigt vilket kortsiktigt pverkat negativt. Men nu nr framfrallt $LVMH"  
[X Link](https://x.com/HerrKamrer/status/1733439960823263644)  2023-12-09T10:54Z [----] followers, [---] engagements


"3// ger dock mer $LVMH aktier nu n tidigare och str fr hela 30% av min portflj (upp frn tidigare runt 20%) s ven om detta beslut (att dippkpa mkt) inte riktigt betalat sig nnu tror jag att det kommer gra det lngsiktigt. Just $LVMH har inte riktigt hngt med i rallyt"  
[X Link](https://x.com/HerrKamrer/status/1733439965499998622)  2023-12-09T10:54Z [----] followers, [---] engagements


"4// dessutom har jag runt 70% av min portflj i utlndska innehav och ni vet ju alla vad som hnt med bde USD EUR CAD DKK mot SEK p sistone drawdowns p mellan 5-10% s jag skulle sga justerat fr valuta r jag nstan p samma niv YTD som jag var i september innan dippen"  
[X Link](https://x.com/HerrKamrer/status/1733439967848771922)  2023-12-09T10:54Z [----] followers, [---] engagements


"6// Pga av ovan och ngra andra hyvlingar i svenska bolag s har min andel i Sverige minskat frn 30% till runt 20%. Motiveras med att omx r upp rejlt frn lows och r/r nu smre snittaktien p OMX30 upp nstan 30% frn lows och index typ 13-14%. Med det sagt s kan ju detta"  
[X Link](https://x.com/HerrKamrer/status/1733439971044757714)  2023-12-09T10:54Z [----] followers, [--] engagements


"7// rally kanske vara starten p ett mer positivt sentiment. Rntor har kommit ner (vi fr se om marknaden varit lite vl snabb eller har rtt) och nu ser vi en bttre bredd i uppgngen dvs fler sektorer r med och driver p ven smbolag som annars inte hngt med 2022-2023"  
[X Link](https://x.com/HerrKamrer/status/1733439972592451755)  2023-12-09T10:54Z [----] followers, [--] engagements


"13// nu nr vi haft en extremt stark brs senaste mnaden s kan jag sjlv knna att det r motiverat med att ta det lite mer frsiktigt. Inte sitta med cash men kanske inte kastar mig p kpknappen heller utan lutar t att ha en mer normal n aggressiv positionering. Dvs"  
[X Link](https://x.com/HerrKamrer/status/1733439988040085945)  2023-12-09T10:54Z [----] followers, [---] engagements

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